North Carolina Association of CPAs (NCACPA) Career Center

Lead Financial Accountant - Consumer and Small Business Banking (CSBB) and Marketing

Wells Fargo
CHARLOTTE, North Carolina, United States (on-site)
6 days ago


The Accounting Business Unit Support (ABUS) group in the Controller's Division is seeking a highly motivated Lead Financial Accountant to join our high performing team. This position will be responsible for supporting the accounting and reporting for Consumer and Small Business Banking (CSBB) and Marketing.

About this role:

Wells Fargo is seeking a Lead Financial Accountant with a strong accounting and analytical background. This individual will lead work supporting accounting functions and SEC and regulatory reporting requirements, as well as all related internal control activities.

In this role, you will:
  • Act as a lead Consultant for financial accounting related matters for lines of business and other control functions
  • Apply a broad and deep functional expertise on accounting in order to influence and provide direction to Management on highly sensitive situations or negotiations
  • Provide technical expertise regarding accounting issues, regulatory information and research
  • Provide technical assistance on major transactions and product development
  • Provide data for preparing and reviewing financial and regulatory reports
  • Communicate practices and procedures for proper financial control functions in accordance with the company's internal controls policies
  • Articulate the impact of policy changes to management within business group or organization
  • Apply extensive specialized knowledge and act as an internal consultant or final authority in area of expertise
  • Provide technical interpretation on matters and a key change agent in building and adopting best practices within the functional area
  • Lead implementation of the most complex projects or initiatives impacting multiple lines of business or across the enterprise
  • Identify compliance and risk management requirements for supported area and works with other stakeholders to implement key risk initiatives
  • Provide strategic consultation to leadership
  • Interface with external agencies, regulatory bodies or industry forums
  • Provide work guidance or mentorship to other peers
Required Qualifications:
  • 5+ years of Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting or Risk Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics
  • Chartered Financial Analyst (CFA) and/or Certified Public Accountant (CPA)
  • Experience in SEC and regulatory reporting
  • Project management experience
  • Leadership skills including the ability to influence effectively in a matrix environment
  • COSO experience
  • Ability to re-engineer accounting and reporting processes to gain efficiencies and to enhance controls
  • Experience analyzing balance sheet accounts with related income statement accounts
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to exercise independent judgment and creative problem-solving techniques
  • Virtual leadership experience with the ability to effectively drive results, provide feedback/direction, and build relationships with leaders and team members in a geographically dispersed team environment
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to influence, partner, and negotiate with individuals to gain commitment to accomplish business goals
  • Exceptional technical skills to include strong experience in Excel; using pivot tables, v-lookups, tracing formulas, and running macros
Job Expectations:

Position available only in the locations posted

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Job Information

  • Job ID: 68487595
  • Workplace Type: On-Site
  • Location:
    CHARLOTTE, North Carolina, United States
  • Company Name For Job: Wells Fargo
  • Position Title: Lead Financial Accountant - Consumer and Small Business Banking (CSBB) and Marketing
  • Job Function: Other
  • Job Type: Full-Time

About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets and proudly serves one in three U.S. households and more than 10% of all middle market companies and small businesses in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banki...

View Full Profile

Jobs You May Like